NAV Price ()
Number of stocks
Risk Indicator

About this fund

Fund objectives

  • The Fund is a passive fund.
  • The Fund seeks to track the performance of the FTSE U.K. Equity Income Index (the “Index”).
  • The Index consists of common shares of companies listed on the London Stock Exchange’s main market, that are expected to pay dividends that generally are higher than average.
  • The Fund attempts to: 1. Track the performance of the Index by investing in all constituent shares of the Index in the same proportion as the Index. 2. Remain fully invested except in extraordinary market, political or similar conditions.

Fund facts

Share class inception
23 Jun 2009
Minimum initial investment
£1,000,000.00
Investment structure
UK OEIC
Share Class Assets'
Total Assets
Strategy
Index
Asset Class
Equity
Domicile
United Kingdom
Dividend schedule
Semi-Annually
Tax status
Currency
GBP
Legal entity
Vanguard® Investments Funds ICVC
Investment manager

Vanguard Asset Management, Ltd.
Europe Equity Index Team

Benchmark
FTSE U.K. Equity Income Index

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Performance

Risk and Volatility

As at 30 Sep 2025

Beta
Annualized Tracking Error
1 year
3 years
5 years

Please note Beta and R-squared data will only display for funds with 3 full years of history.

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Portfolio data

Characteristics
FundamentalsFundBenchmarkAs at
Number of stocks 104 103 30 Sep 2025
Median market capital 40.7 B 40.7 B 30 Sep 2025
16.3 x 16.3 x 30 Sep 2025
1.7 x 1.7 x 30 Sep 2025
9.6% 9.6% 30 Sep 2025
9.6% 9.6% 30 Sep 2025
Portfolio turnover rate 31.0% 31 Jul 2025
Market allocation

As at 30 Sep 2025

CountryRegionFundBenchmarkVariance +/-
United KingdomEurope 100.00% 100.00% 0.00%
Holdings details

As at 30 Sep 2025

Holding name% of market valueSectorRegionMarket valueShares
Glencore PLC 5.14830% Basic Materials GB £85,075,179.39 24,904,912
Rio Tinto PLC 4.91038% Basic Materials GB £81,143,594.63 1,660,227
GSK PLC 4.78625% Health Care GB £79,092,378.09 5,023,333
National Grid PLC 4.74421% Utilities GB £78,397,637.68 7,344,041
BP PLC 4.62200% Energy GB £76,378,153.54 17,939,672
Shell PLC 4.61636% Energy GB £76,284,859.67 2,882,481
Reckitt Benckiser Group PLC 4.58410% Consumer Staples GB £75,751,835.28 1,324,796
HSBC Holdings PLC 4.41127% Financials GB £72,895,824.65 6,975,677
Unilever PLC 4.37997% Consumer Staples GB £72,378,636.00 1,644,969
Lloyds Banking Group PLC 4.35638% Financials GB £71,988,750.00 85,884,932

Prices and distribution

Prices

NAV Price (GBP)
£210.28
Change
+£0.780.37%
At closure 29 Oct 2025
NAV 52-week high
£210.28
At closure 30 Oct 2025
NAV 52-week low
£163.22
At closure 30 Oct 2025
NAV 52-week difference
£47.06
Change
+22.38%
At closure 30 Oct 2025
Historical Prices

-

Inception date

23 Jun 2009

Date NAV (GBP)
29 Oct 2025 £210.2785
28 Oct 2025 £209.5011
27 Oct 2025 £208.7725
24 Oct 2025 £208.4051
23 Oct 2025 £207.1268
22 Oct 2025 £205.5087
21 Oct 2025 £201.9824
20 Oct 2025 £202.8240
17 Oct 2025 £201.5032
16 Oct 2025 £203.6689

Distribution history

Distribution frequency

Semi-Annually

Historical performance 30 Sep 2025

4.33%

TypeDistribution amount (per unit)Ex-dividend dateRegistration datePayable date
Income £4.2984 01 May 2025 30 Apr 2025 30 Jun 2025
Income £4.4035 01 Nov 2024 31 Oct 2024 31 Dec 2024
Income £4.2752 01 May 2024 30 Apr 2024 28 Jun 2024
Income £4.7321 01 Nov 2023 31 Oct 2023 29 Dec 2023
Income £3.8853 02 May 2023 28 Apr 2023 30 Jun 2023
Income £4.3584 01 Nov 2022 31 Oct 2022 30 Dec 2022
Income £4.3375 03 May 2022 29 Apr 2022 30 Jun 2022
Income £4.6180 01 Nov 2021 29 Oct 2021 31 Dec 2021
Income £3.8374 04 May 2021 30 Apr 2021 30 Jun 2021
Income £2.8528 02 Nov 2020 30 Oct 2020 31 Dec 2020

Purchase information

Currency

Base currency: GBP

Fund codes

  • Bloomberg: VUKEIII
  • Citi: FPC8
  • ISIN: GB00B5B74684
  • MEX ID: VVUKEI
  • SEDOL: B5B7468